Whittier Trust’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22K | Hold |
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|
2025
Q2 | $20.3K | Hold |
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|
2025
Q1 | $18.4K | Hold |
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|
2024
Q4 | $21.8K | Hold |
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|
2024
Q3 | $21.4K | Hold |
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|
2024
Q2 | $16.2K | Hold |
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|
2024
Q1 | $17.7K | Hold |
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|
2023
Q4 | $14.8K | Hold |
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|
2023
Q3 | $13.1K | Hold |
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|
2023
Q2 | $13.6K | Sell |
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|
2023
Q1 | $17.6K | Sell |
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|
2022
Q4 | $19.5K | Hold |
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|
2022
Q3 | $18K | Hold |
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|
2022
Q2 | $18K | Hold |
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|
2022
Q1 | $19K | Sell |
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|
2021
Q4 | $28K | Hold |
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|
2021
Q3 | $29K | Hold |
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|
2021
Q2 | $29K | Hold |
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|
2021
Q1 | $28K | Sell |
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|
2020
Q4 | $35K | Hold |
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|
2020
Q3 | $27K | Hold |
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|
2020
Q2 | $23K | Hold |
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|
2020
Q1 | $19K | Sell |
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|
2019
Q4 | $65K | Hold |
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|
2019
Q3 | $57K | Hold |
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|
2019
Q2 | $56K | Hold |
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|
2019
Q1 | $59K | Hold |
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|
2018
Q4 | $60K | Hold |
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|
2018
Q3 | $78K | Sell |
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|
2018
Q2 | $82K | Hold |
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|
2018
Q1 | $88K | Hold |
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|
2017
Q4 | $88K | Hold |
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|
2017
Q3 | $76K | Hold |
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|
2017
Q2 | $78K | Sell |
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|
2017
Q1 | $78K | Sell |
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|
2016
Q4 | $381K | Sell |
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|
2016
Q3 | $2.28M | Sell |
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|
2016
Q2 | $1.87M | Sell |
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|
2016
Q1 | $2.5M | Buy |
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|
2015
Q4 | $2.61M | Sell |
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|
2015
Q3 | $2.52M | Buy |
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|
2015
Q2 | $3.18M | Buy |
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|
2015
Q1 | $111K | Buy |
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|
2014
Q4 | $4K | Hold |
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|
2014
Q3 | $4K | Hold |
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|
2014
Q2 | $4K | Hold |
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|
2014
Q1 | $4K | Hold |
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|
2013
Q4 | $4K | Sell |
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|
2013
Q3 | $11K | Buy |
|